Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that knows the Self Storage business, that works in all 50 states and is there for you when you need him?
Following construction and 2 years of operating my self storage facility, I had become uneasy with my previous accountant’s fees and related IRS filings. My search for alternatives led me to Jerry. His knowledge of the storage business resulted in significant savings that had not been taken advantage of by my previous accountant. Now I can feel comfortable by giving Jerry a call on small considerations, as well as major financial planning. For business or personal financing I highly recommend Jerry to all of my customers and friends.
Tim Farrell
Anchor Storage, LLC, Nevada

PLANNING/PREPARATION THAT IS CUSTOMIZED TO YOUR NEEDS:

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– Monthly/Annual Operating Financial Statements

– Income Tax Returns – Federal and All States – Filed Electronically

– Document Review – Partnership Agreements/Operating Agreements/Financial Pro-formas, Business Plans/Preparation of Distribution Schedules to Partners/Members

– Oversee Property Managers – Review Internal Operating Statements and Expense
Allocations

– Consultations to Help Improve Your Bottom Line

– Your Own Personalized Portal Site for a Safe and Secure Place for Your Tax Returns/Documents

– More Than Just a Tax Preparer – I Help You Plan for the Future

– I practice in all states and with email, my secure network, and phone, I am just a phone call or email away

MANAGEMENT REPORTS AVAILABLE

storage strip greenMonthly Balance Sheet

Monthly Income Statement

Year to Date Comparative Income Statement

12 Month Rolling Operating Statement

13 Month Rolling Cash Flow Statement

3 Year Income Statement Comparison

Multiple Facility Comparative Income Statement

Multiple Facility Year to Date Comparative Statement

Click Here to Download All Management Reports

Other statements
• Can be designed based on your individual needs and what you would like to see 

All statements 
• Are designed with the exact same descriptions, line by line, for easy comparisons 


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TAX RETURNS 

Prepare tax returns for all states, Federal and state returns filed electronically and sent to you through my secure network. All returns are completed and ready for filing within 15 days of receipt of all information in my office. I prepare all returns myself, I do not “farm out” the work, nor do I hire seasonal help! 

OTHER SERVICES 

Consulting services include, but are not limited to: Review of Partnership agreements, LLC Operating agreements, Financing pro-formas, business plans, preparation of distribution schedules to partners/members, and review of your internal operating statements. 

FEES 

My fees are reasonable and fair. I customize my fees to suit your needs. For monthly statements, I also include the tax returns as part of the monthly fee, so you will know exactly what you pay each month and not get hit with a big bill at year-end. Great for cash flow planning! 

See Below for Some of My Current Self-Storage Facility Customers

San Rafael Self Storage
San Rafael, CA
415.453.2200
sanrafaelstorage.com
All Volunteer Storage
Greeneville, TN
(2 Locations)
423.638.1411
Lock It and Leave It Storage
Sioux Falls, SD
605.496.3964
lockitandleaveitstorage.com
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